The Consolidated Fund is a balanced, diversified, co-mingled fund managed for Quaker meetings, schools and organizations with a long-term investment time horizon. To view the Annual Audit Report as of December 31, 2010, click here.

Fund Objective

The Fund’s target asset allocation of 62% Equity, 33% Fixed Income and 5% REITS. Its primary objectives are stable current income and long-term growth consistent with protecting principal investments against inflation over time. The Fund has an income distribution policy based on total return. Distributions are paid out semi-annually and calculated using a rolling three-year average of unit value.